Wheeler Retirement Plans is a registered investment advisor based in Duluth, Minnesota, specializing in company-sponsored retirement plan consulting and management. Founded in July 2023 and solely owned by Ryan Coole, Wheeler Retirement Plans helps employers design and manage retirement plans such as defined benefit pension plans, profit-sharing plans, and defined contribution plans. The firm assists plan sponsors with establishing and revising investment policy statements, selecting and monitoring investment options and qualified default investment alternatives, creating model portfolios, selecting investment managers, managing vendor relationships, and providing employee education. Wheeler Retirement Plans operates on a discretionary basis, meaning the firm has the authority to make trades and manage investments without asking the client first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wheeler Retirement Plans charges a maximum of 1.00% for all assets under management. Fees are negotiable.